Account Type*** ********Account Owner*** ***Account Opps/Deals**** *****Closed Won • Nov 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Hunter Financial Services LlcWealth AdvisorApr 15 - PresentCharles SchwabVice President - Financial ConsultantAug 12- Apr 15Schwab Advisor ServicesClient Service SpecialistMay 11- Aug 12
Archana PrasadFinancial Services Account Associate SeniorView Profile, archana prasadSaloni DoshiPricing TraineeView Profile, saloni doshiMarc MorettiDirector Of Financial Planning And AnalysisView Profile, marc moretti